Diversification into AI and HPC infrastructure drove sharp outperformance for miners, while pure-play bitcoin miners lagged.
The bank kept its buy rating on the stock and $74 target, citing a Microsoft GPU ramp and ample funding options.
The Bitcoin mining industry has faced a harsher operating environment since the 2024 halving, a core feature of Bitcoin’s ...
Bitcoin miners that diversified into AI and HPC delivered strong share gains in 2025, while pure-play bitcoin miners lagged, ...
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CIFR or IREN: Which bitcoin miner leads the AI infrastructure now?
Cipher Mining CIFR and IREN Limited IREN are U.S.-based Bitcoin miners that began as pure-play miners, with revenues tightly linked to Bitcoin prices, network difficulty, and hash rate growth. Both ...
Bitcoin mining company IREN (IREN) signed a multi-year GPU cloud services contract with Microsoft, highlighting the integration of traditional mining infrastructure with the demands of Big Tech for AI ...
Nebius Group (NASDAQ:NBIS) is one of the best Reddit stocks to invest in right now. On November 19, Citizens JMP initiated ...
Cipher Mining lands billion-dollar AI data center leases with AWS & Fluidstack, shifting revenue focus by 2027. Learn more ...
In recent days, bitcoin mining stocks with AI exposure, including IREN, have rebounded as bitcoin moved back above US$90,000 following earlier regulatory-driven disruption in China’s Xinjiang region.
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